Deliver advisory systems under your own brand. We supply the backend forecasting engines and bespoke tools, with partner terms agreed privately after consultation.
Apply to Partner ProgrammeMany independent accounting practice principals have excellent, trust-based relationships with their business clients. These clients frequently request commercial support: cash flow projections, rolling budgets, funding applications, and KPI board packs. However, building these dynamic sheets manually is extremely time-consuming, and hiring custom software developers is financially unviable.
Through our Partner Programme, we act as your dedicated systems partner behind the scenes. We supply our full suite of forecasting tools, customized client onboarding databases, and scenario models as a white-labeled package, branded entirely with your firm's identity. Your practice handles client presentation and relationships; we handle all technical connections, API feeds, and software scripts.
Commercial terms are agreed privately after we review your client base, advisory proposition, software stack, and support requirements.
Your Practice
Controls client-facing terms
You set the client proposition, manage the relationship, and retain control of how advisory work is positioned in your market.
Sarmad Global
Provides the technical platform
We provide the API feeds, backend databases, hosting, template updates, and technical support covered by a private partner proposal.
Your practice retains 100% ownership of your client relationships. We act strictly as a technical and systems partner behind the scenes. We never contact, email, or market services to your clients directly.
We handle all technical operations: configuring cloud server databases, maintaining API integrations with Xero and QuickBooks Online, executing script updates, and resolving any backend software errors.
There is no strict minimum. However, the program delivers the highest efficiency for practices with an established base of commercial business clients ready to upgrade to strategic advisory support.
Yes. Your practice controls the client-facing advisory proposition and terms. Our support is agreed separately through a private partner proposal.
Your practice invoices and manages the client relationship directly. Our agreed technical support arrangement is administered privately with your firm under the partner engagement terms.